Our advisors are independent professionals who have built their clientele on a strong foundation of one-on-one relationships. Worldsource Financial Management advisors work with each individual client to understand personal financial goals, develop sound financial strategies and create a plan to obtain results. Plans are created to meet investor needs whether those needs call for capital appreciation, income or both. Many advisors are insurance professionals and are certified financial planners or hold a similar designation.

Mutual Fund Dealership

Today, over 800 independent mutual fund advisors channel mutual fund transactions through our dealership, Worldsource Financial Management Inc.

A mutual fund dealer is a company that provides the trading compliance and administration of mutual fund transactions. Regulations require that all mutual fund purchases be provided through a mutual fund dealer. We have a compliance team on staff to deal with all regulators and the major fund companies to ensure that transactions and services provided are compliant with the regulations of these governing bodies.

However, as we continue to set the highest ethical standards for ourselves, operating with confidentiality and integrity, we offer more than just compliance. Worldsource Financial Management provides proactive training, operations and sales support, technically advanced business management and planning tools to benefit both advisors and investors. As well, mutual fund advisors have access to a full suite of securities through Worldsource Securities.

Josephine Chai ~ Executive Assistant to Harry Perler

Josephine Chai

Josephine Chai joined our firm in July 2002 as Executive Assistant to Senior Partner, Harry Perler, with over a decade of experience in business administration. Her combined education and previous experience will provide the executive office with a reinforced level of excellence and efficiency within Perler Financial Group.

Josephine's good eye for detail and her resourcefulness in resolving problems will contribute greatly to the performance of the group. In addition, her fresh approach to customer service and innovative ideas will provide a pleasant environment for both the client and firm professionally and personally.

Josephine was born and raised in Malaysia and schooled in England, moving on to the University of Toronto to complete her B.Sc in Computer Science. Josephine immigrated to Canada in the 1980's and now resides in Delta BC.

Email
Phone: 604.468.0888 Ext 4203
Fax: 604.468.0887